Plan with Purpose. Live with Curiosity. Tellaro Wealth Management was founded with the simple goal of positively impacting the quality of our clients’ lives by making Financial Planning engaging, purposeful, and impactful. We encourage curiosity and embrace a creative approach, which focuses on three critical planning areas: Risk Management, Asset Management, & Tax Management. Planning is a very personal process, and we are incredibly grateful for the trust our clients place in us – both now and in the future. Tellaro’s success is measured entirely by how we help our clients achieve the goals they define for themselves. We welcome the opportunity to be a positive impact on your life! What’s in a name? Simply put, I have always been fascinated by both the characteristics and imagery of the octopus. These creatures are incredibly intelligent, curious, adaptable to changing environments, and with eight arms they can handle more than most – all qualities we embrace in our practice. The name “Tellaro” comes from a small village on Italy’s Northern coast with an incredible history and connection to the octopus. On a stormy night many years ago, pirates hoped to use bad weather and darkness to attack this sleeping village. An octopus climbed the church belfry and rang the church bells, alerting the townspeople of the approaching danger. Since then, Tellaro has held an annual festival celebrating the Octopus. We thought this story and its connection with the octopus personified the approach we take with our clients every day